Certified Financial Planner - Retirement Solutions (Finance)

Location: Fully remote, with the candidate ideally based in Northern California within close driving distance of Sacramento, California; occasional travel is required.

Salary: $87,000–$162,000 annually; expected starting range: $87,000–$131,000.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their future.

What you will do

• Advise customers and sales representatives on retirement income plan development, product features, administrative procedures, and new product recommendations.
• Prepare comprehensive financial plans, needs-based assessments, alternatives, and recommendations using approved financial planning software.
• Partner with Sales to manage open proposals and support consistent client presentations and outcomes.
• Develop and conduct producer training and retirement planning seminars virtually and in person.
• Research complex questions involving investment products, retirement planning, taxes, Social Security, and insurance.
• Maintain regulatory records, support compliance with applicable laws and policies, and provide technical input for marketing and communications.

Requirements

• Bachelor’s degree in finance.
• Certified Financial Planner designation required.
• FINRA 6, 63, 65 or 7/66 and life insurance licenses required.
• Two years of financial services experience specializing in financial planning.
• Knowledge of Profiles, MoneyGuidePro, or similar financial planning software.
• Strong understanding of financial concepts, investment management, investment products, client service, research, organization, and multitasking.

Culture & Benefits

• Customer-focused, collaborative, and inclusive work environment.
• Medical, dental, vision, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Normal office environment with occasional travel; the role is exempt from overtime eligibility.
• A valid credit and/or background check is required during the selection process.